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Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Don’t Leave Out Estate Planning When You Are Separated

June 28, 2018

 

A legal separation presents immediate problems if you put your estate planning documents on pause and don’t take the time to protect yourself and your loved ones.

Even if you’re still determining the future of the marriage, leaving the possibility open that your spouse can make decisions on your behalf can be quite problematic. 

Divided couple are separated by white wall but holding hands

Separation does not automatically mean that spousal rights are extinguished entirely. If you want to ensure that someone other than your currently estranged spouse is able to take legal action on your behalf or even plan your funeral, you need to have a health care directive and other documents in place. The tragic deaths of Anthony Bourdain and Kate Spade both illustrate the challenges of estate planning from the perspective of being separated from a spouse.

If someone is not legally divorced from an estranged spouse, this can present problems along into the future and ones that can be easily guarded against by scheduling a consultation with an estate planning attorney. When you get separated, you need to update all of your legal information and have a consultation with a lawyer about what issues need to be clearly and fully addressed in your estate plan.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more